Purchases and Sales Made in Q4 2023 in Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM) during Q4 2023. The information is specifically focused on institutions that hold shares of EXXON MOBIL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-2.64K- 2.7% |
$258K - $305K
|
95.2K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-2.65K- 11.47% |
$260K - $307K
|
20.4K
$2.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.66K- 1.52% |
$260K - $308K
|
172K
$18.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.66K- 7.42% |
$260K - $308K
|
33.1K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.66K- 1.56% |
$261K - $308K
|
168K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.66K- 33.85% |
$261K - $309K
|
5.21K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.68K- 0.6% |
$263K - $310K
|
442K
$48.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.69K- 2.2% |
$264K - $312K
|
120K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.69K- 33.18% |
$264K - $312K
|
5.43K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.72K- 10.64% |
$267K - $315K
|
22.8K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.73K- 12.73% |
$268K - $317K
|
18.7K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.74K- 4.28% |
$269K - $317K
|
61.3K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.75K- 7.92% |
$269K - $318K
|
31.9K
$3.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-2.75K- 2.72% |
$270K - $319K
|
98.3K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.75K- 4.85% |
$270K - $319K
|
54K
$5.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.76K- 45.39% |
$271K - $320K
|
3.33K
$363K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.77KClosed |
$272K - $321K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.8K- 2.0% |
$275K - $325K
|
138K
$15M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.8K- 34.1% |
$275K - $325K
|
5.42K
$592K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.82K- 11.93% |
$276K - $326K
|
20.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.83K- 16.78% |
$277K - $327K
|
14K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.83K- 0.54% |
$277K - $328K
|
523K
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 6.44% |
$278K - $328K
|
41.2K
$4.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-2.94K- 15.8% |
$288K - $340K
|
15.7K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.98K- 36.4% |
$292K - $345K
|
5.2K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.98K- 5.86% |
$292K - $345K
|
47.9K
$5.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3K- 6.06% |
$294K - $348K
|
46.5K
$5.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.01K- 48.03% |
$295K - $348K
|
3.25K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.04K- 37.57% |
$298K - $352K
|
5.05K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-3.05K- 57.93% |
$299K - $353K
|
2.21K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 1.66% |
$301K - $355K
|
182K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.08K- 50.72% |
$302K - $357K
|
2.99K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.08K- 30.67% |
$302K - $357K
|
6.97K
$761K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.09K- 1.3% |
$303K - $358K
|
235K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.12K- 5.32% |
$306K - $361K
|
55.4K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.15K- 6.55% |
$308K - $364K
|
44.9K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.15K- 68.87% |
$308K - $364K
|
1.42K
$155K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-3.16K- 1.76% |
$310K - $366K
|
176K
$19.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-3.19K- 41.63% |
$313K - $370K
|
4.48K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.21K- 14.32% |
$314K - $371K
|
19.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.21K- 3.42% |
$314K - $371K
|
90.6K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.21K- 10.03% |
$315K - $372K
|
28.8K
$3.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.23K- 4.3% |
$316K - $374K
|
71.9K
$7.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-3.23K- 4.9% |
$317K - $374K
|
62.7K
$6.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-3.25K- 12.9% |
$319K - $377K
|
22K
$2.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.27K- 50.81% |
$321K - $379K
|
3.17K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-3.3K- 3.16% |
$324K - $382K
|
101K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.3K- 4.35% |
$324K - $383K
|
72.6K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.32K- 4.25% |
$325K - $384K
|
74.7K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.35K- 8.08% |
$328K - $387K
|
38.1K
$4.16M
|